Client (English)
Please post all ideas that concern the DocuWare client in this forum.
1473 results found
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Allow the input from a CSV file or external DB table to be used as overlay data on the merge forms function.
It would be great if I could take the data, representing one or more transactions, from a csv file input, or from an external data base table, and utilize the merge forms capability to overlay each of those transactions onto a form to store, send or print the resulting form.
2 votes -
DocuWare Cloud - Manual License Release
Would be really helpful if we could manually release a license. Sometimes we have users do things like switch from one browser to another and they have to wait the license timeout before they can once again login. A lot of the time this happens when I'm providing support and if I could just manually release the seat then it would really help the end user experience.
2 votes -
Validation Before Store and return corrected data in awnser
The validation option should also be anble to be done before storage. In this way customers can correct index data to their specs. Or add index data to sthe store option.
2 votes -
Being able to make a selectlist via an API CALL
BEcause more and more applications are SaaS application, it is harder and harder to make a select list from data from other applications or databases. This is because SaaS applications like finance application, protect access to their database directly. The only way to do this is via API calls. In this way the customer can control the API reguest and manipulate, alter, or adjust the return awnser that fills the select list.
This is a must have for Docuware to be able to integrate with other applications which databases are not reachable.2 votes -
In the workflow designer allow a workflow to be scheduled if todays date = a date index filed
In the workflow designer, you can schedule a task to run if a date field is a length of time after or before a date. There is no easy way to schedule it to run for documents that have a date = a date specifically today's date. So the solution is to have it run after the past 1 day and before the next 1 day and for some reason that ran it a day ahead of schedule so I had to put in a condition as the first command in the workflow to see if the date was =…
2 votes -
disable the enter key when storing documents
I want the enter key to only be used to add index entries; not store the document. I click the data on the scanned documents and press enter to add it as an index entry--sometimes I will think I have clicked the data but my mouse wasn't all the way on the data and I will, out of habit, press enter and the whole document is stored when it wasn't ready to be stored. Just make it a user option so each user can decide what they want the enter key to do. You should encompass more keyboard shortcuts.
2 votes -
Add Refersh Button to new Forms section in DW 7.3
New Forms section on DW 7.3 is missing Refresh button in bottom left corner like we can find in Document Trays, Search, List and Tasks section. The only way to display newly assigned Forms is to refresh whole browser. Could you please add it?
2 votes -
Additional User Flexibility with the 'Edit' Function
Instead of 'Edit' button, replace with (or add) 'Edit With...' to allow user to choose which application to use for that particular file/document.
For example, a PDF file. My default is Acrobat Reader free version but I also have a Pro version of Power PDF aka eCopy (Nuance/Kofax). The DW Viewer works great. "Edit" opens it in Acrobat (default). "Edit With..." could open it in eCopy to apply a signature stamp, watermark or do some document assembly (insert pages, delete pages, etc) then close to save changes in DocuWare instead of having to bring it back into a Tray or…
2 votesThank you for your idea. Right now we are focusing on other topics, so we are not considering this idea for future releases. If the demand for this topic increases, we might add it to future plans.
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Display multiple documents in workflow
It would be very powerful if you can display multiple documents in a workflow, basically the concept of a binder. Currently related documents is the only way to do that which requires toggling back and forth between screens. It is often necessary for an end user to see multiple document types to make a decision in a workflow task (It could even be documents in a different filing cabinet.) Additionally documents may be added to a filing cabinet downstream as part of a business process that need to be viewable in a workflow task.
The ability to select or filter…2 votes -
Unstapled document from result list
Hi,
Unstapled docuware from result list
Work only on web basketMany thanks
2 votes -
Make the hover "Table" preview in the result list bigger / have a configurable size.
When hovering over a table field in a result list (Where it says something like "4 entries" and it shows a preview of the table field, we would like to be able to see more of the table and/or adjust the size of the columns. See attached screenshot.
2 votes -
Ability to use Intelligent Indexing on invoices with multiple line item layouts on one invoice
Good that Intelligent Indexing can also populate line item tables. However, it only recognises simple line item tables on invoices. It does not recognise lines on the same invoice that have a different layout. Some invoices have 2 or 3 different line layouts on one invoice. I have examples available upon request.
Intelligent Indexing does not learn from processing these invoices either, i just learn one of the layouts. Please enhance intellingent Indexing to recognise multiple line item layouts on one invoice.2 votes -
Auto Adjust Column Width
Auto column width based on the presented content?? Or maybe (or on top of) have the ability to set a specific width for each in the result dialog?
2 votes -
workflow for multiple cabinets
Why can't I use the same workflow for files in different cabinets? This has been done with STAMPS...
2 votes -
Create Blank Store Dialogs
It would be really helpful to have the option for a blank store dialog option instead of left clicking all the options I dont want. We have around 100 index fields and sometimes I just want 3 or 4.
2 votes -
Message on login
Make the system able to post custom messages to users as they login, similar to the tutorial that pops up on login. This could be used to notify users of upcoming outages, etc.
2 votes -
Manage alerts or limits for uploaded documents in cabinet or tray
To be able to manage alerts for types of documents uploaded and especially more important for their size, I am very interested to know that my users do not upload files of more than X mb in a specific file cabinet for example, or that they only upload PDFs.
This can be done in two ways, by alerts and leaving the user or with permissions in the filing cabinet, and that you put some filters to the filing cabinet of allowed limits.
2 votes -
Type Signatures in Forms
Typing a signature is available in work flows but, not available in forms. Using the mouse to make a signature usually comes out sloppy. It would be nice to be able to type a signature in forms.
2 votes -
separate user name and password entry screens
Separate screens for user name entry and password entry to improve security. Current one screen model lends itself to brute force attacks.
2 votes -
In a workflow table field entry I would like to set a required field for a specific row.
In a workflow table field entry I would like to set a required field for a specific row. Here is an example. We have therapy evaluations. The referral comes in and is scheduled for the different therapy types with a table field that has the therapy type, date, location, and completion date. Then the therapists do the evaluations and they fill in the completion date. I would like to require that they fill in the completion date but if I require it then the first person to complete the evaluation would have to enter a date for the rest of…
2 votes
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